Make the template yours
Open the editable monthly report. Add your agency name and logo, choose your colors, and adjust the fields to fit your service.
Less reporting. More progress.
A client report template.
A clearer story.
Turn your Excel or CSV data into client-ready PDF reports. Your branding, your insights, and every client's results — in one reusable layout.
Editable template Excel & CSV Bulk PDF export
YOUR DATA. BEAUTIFULLY REPORTED.PDF PREVIEW
YOUR AGENCY
Monthly report
Northstar Studio
REPORTING PERIODSeptember 2026
Qualified leads128
Revenue$18,400
Conversion rate4.2%
Performance summary
Search campaigns brought in the most qualified leads this month. The refreshed landing page helped turn more visits into enquiries.
Recommended next steps
Expand the best-performing search campaign and test a shorter enquiry form.
One template. Try another client.
One layout. Every client.
Reuse your design across the whole batch.
Make it look like you.
Edit your logo, colors, fonts, and fields.
Ready for next month.
Update the spreadsheet. Keep the template.
A simpler reporting routineFrom spreadsheet to
From spreadsheet to
client report. In three steps.
Spend less time copying numbers into documents. Connect your data once, then let the layout do the repeat work.
Connect your spreadsheet
Upload Excel or CSV with one row per client and reporting period. Link your columns to the report's metrics, summary, and next steps.
Preview. Export. Share.
Check each client's report, then export personalized PDFs. Next reporting cycle, replace the data and reuse your saved layout.
Start with the right columns
One row. One client's story.
Here's the data behind the preview. Download the sample CSV, open it in Excel, and replace the examples with your own results.
| Client Name | Reporting Period | Qualified Leads | Revenue | Conversion Rate |
|---|---|---|---|---|
| September 2026 | 128 | $18,400 | 4.2% | |
| September 2026 | 86 | $12,900 | 3.6% | |
| September 2026 | 214 | $32,100 | 5.1% |
3 sample clients · 7 columns in the downloadAlso includes: Summary + Next StepsView selected report ↑
What goes in each spreadsheet column?
| Column | What to include |
|---|---|
| Client Name | The customer, company, or account receiving the report. |
| Reporting Period | The week, month, or campaign date range covered by this row. |
| Qualified Leads | The final lead count from your source data. Replace this metric if your service uses a different KPI. |
| Revenue | A final revenue value with the currency you want shown on the report. |
| Conversion Rate | A percentage calculated in your spreadsheet, including the percent sign. |
| Summary | A short explanation of the results and what changed during the period. |
| Next Steps | A concise recommendation or action for the next reporting cycle. |
Calculate metrics in your spreadsheet before importing. Keep notes concise and preview every report to check the fit.
Built around your client workA familiar format.
A familiar format.
For different kinds of progress.
Keep the structure. Change the measures. Use the report template for the work your clients care about.
Marketing & SEO reports
Bring traffic, leads, conversions, and campaign revenue into a monthly client report. Explain the results and outline what you will improve next.
TRAFFIC / LEADS / CONVERSIONSProject & service updates
Replace the sample KPIs with milestones, completed tasks, or hours delivered. Add a short status summary and the priorities for the coming week.
MILESTONES / HOURS / NEXT STEPSAccount performance reports
Turn spreadsheet exports into consistent account updates. Show the period's sales, activity, or service results with client-specific commentary.
SALES / ACTIVITY / ACCOUNT HEALTHA few helpful answersBefore your
Before your
next client report.
Everything you need to get the template into your reporting workflow.
What should a client report include?
A useful client report includes the client name, reporting period, key metrics, a short explanation of the results, and recommended next steps. This template includes qualified leads, revenue, and conversion rate; you can rename or replace these fields for your service.
How do I create a client report from Excel?
Open the report template in LinkoPDF and replace the sample data with your Excel or CSV file. Connect your column headers to the report fields, preview each client, and export the reports as PDFs. Use one row per client and reporting period.
Can I generate a separate PDF report for each client?
Yes. Each spreadsheet row can populate a separate report using the same layout. Keep the client name, reporting period, metrics, summary, and next steps together on that row. Batch export limits depend on your plan.
Can I customize the report with my branding?
Yes. The template opens as an editable layout. Replace the agency name, add your logo, change fonts and colors, and edit the labels or fields to match your reporting process.
Does LinkoPDF calculate metrics or connect to analytics tools?
The template uses the values you supply in your spreadsheet. Calculate metrics and export data from your analytics tools before importing it. LinkoPDF places those values in your report; this template does not provide a live analytics connection.
Can I use the same template for weekly or monthly reports?
Yes. Change the Reporting Period value and update the metrics and commentary in your spreadsheet. You can reuse the layout for weekly updates, monthly client reports, or campaign summaries. Keep long commentary concise and check the preview before exporting.
Less copy-paste. More clarity.
Use report template Your next report starts here.
One thoughtful template. Ready for every client on your list.